Setting Up Instance and Partner Permissions for Users Outside of Your Own Partner
This guide will help you give Instance and Partner permissions to any user, even if they don't belong to your Partner, via email. This makes it possible to share resources between different companies.
- Read, Write, or Write and Deploy permissions to selected Instances
- Read or Write permissions to selected Partners
To be able to set up permissions for users on the Partner Portal, you have to have access to the Partner Portal. The two other tutorials linked below describe the process of granting permissions to users that belong to the same Partner as you.
- Accessing the Partner Portal
- Setting Up a User's Instance Permissions
- Setting Up a User's Partner Permissions
You can set up Instance and Partner permissions for users outside of your own Partner in one step:
- Grant Instance and Partner Permissions
Step 1: Grant Instance and Partner Permissions
Log in to the Partner Portal. In the menu on the left, click on
Create and select
Fill in the form:
Select Instances: Select the Instances you'd like to give access to from the drop-down menu by checking their checkboxes.
Select access level to Instances:
Read: The user can see the Instance, but can't modify it.
Write: The user can see and modify the Instance, but can't deploy. E.g. the user can change configuration, but can't make changes in the codebase and deploy them.
Write and deploy: The user can see, modify, and deploy to the Instance.
Select Partners: Select the Partners you'd like to give access to from the drop-down menu by checking their checkboxes.
Select access level to Partners:
Read: The user can see the Partner, but can't modify it.
Write: The user can see and modify the Partner.
Once you've selected the permissions, click on
Granting permissions to Partners and Instances are completely separate: If you grant permissions to an Instance, the user won't automatically get access to the Partner of that Instance. You have to set this up separately.
Congratulations! You have set up Instance and Partner permissions for a user outside of your own Partner. You can also learn about changing the Partner that a User belongs to: